IWN
Independent Wealth Network’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Buy |
8,475
+26
| +0.3% | +$1.95K | 0.23% | 106 |
|
|
2025
Q1 | $575K | Buy |
8,449
+27
| +0.3% | +$1.84K | 0.23% | 113 |
|
|
2024
Q4 | $602K | Buy |
8,422
+155
| +2% | +$11.1K | 0.24% | 100 |
|
|
2024
Q3 | $579K | Sell |
8,267
-346
| -4% | -$24.2K | 0.26% | 108 |
|
|
2024
Q2 | $571K | Buy |
8,613
+30
| +0.3% | +$1.99K | 0.27% | 101 |
|
|
2024
Q1 | $551K | Buy |
8,583
+547
| +7% | +$35.1K | 0.26% | 106 |
|
|
2023
Q4 | $470K | Buy |
8,036
+31
| +0.4% | +$1.81K | 0.25% | 111 |
|
|
2023
Q3 | $420K | Buy |
8,005
+31
| +0.4% | +$1.63K | 0.26% | 101 |
|
|
2023
Q2 | $434K | Buy |
7,974
+604
| +8% | +$32.9K | 0.26% | 101 |
|
|
2023
Q1 | $372K | Buy |
7,370
+27
| +0.4% | +$1.36K | 0.24% | 105 |
|
|
2022
Q4 | $347K | Buy |
7,343
+32
| +0.4% | +$1.51K | 0.24% | 106 |
|
|
2022
Q3 | $323K | Buy |
7,311
+30
| +0.4% | +$1.33K | 0.25% | 113 |
|
|
2022
Q2 | $338K | Buy |
7,281
+29
| +0.4% | +$1.35K | 0.24% | 111 |
|
|
2022
Q1 | $403K | Sell |
7,252
-1,124
| -13% | -$62.5K | 0.26% | 106 |
|
|
2021
Q4 | $490K | Buy |
8,376
+26
| +0.3% | +$1.52K | 0.3% | 88 |
|
|
2021
Q3 | $479K | Buy |
+8,350
| New | +$479K | 0.31% | 95 |
|